Beyond Bulls & Bears

Global Economic Perspective: May
Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

Trade and Taxes in a World With Borders
Fixed Income

Trade and Taxes in a World With Borders

“Successful [US] corporate tax reform would go a long way in promoting the incentives for real investment over the long term. Since weak investment has been identified as a potential drag on productivity growth since the global financial crisis, this shift in incentives could have strong and long-lived benefits.” - Michael Hasenstab, Templeton Global Macro

Beyond the Headlines: Finding Opportunities in Today’s Markets
Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.

Latin America: The Rise and Fall of Populism
Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

Global Economic Perspective: January
Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® Solid Economic Backdrop Awaits New US Administration As Donald Trump’s inauguration as US ...

Global Economic Perspective: December
Emerging Markets

Global Economic Perspective: December

Perspective from Franklin Templeton Fixed Income Group® US Election Result Moves Markets and Fed Raises Rates As Expected The prospect of a Trump ...

Global Economic Perspective: November
Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Uncertainty Ahead of Trump Administration but Fundamentals Remain Constructive Following ...

Hasenstab: US Election Rhetoric vs. Realities
Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

Snapshot View: Fed Remains on Hold
Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

Spotlight on Brazil
Perspectives

Spotlight on Brazil

With the 2016 Summer Olympic Games underway, the world has been watching Brazil. While Brazil’s economic and political challenges certainly ...

Emerging Markets: Mapping the Opportunities
Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...

Global Macro Imbalances and Opportunities
Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...